JWCA
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J.W. Cole Advisors’s Spire SR Stock Holding History

J.W. Cole Advisors’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$392K Buy
5,369
+1,760
+49% +$128K 0.01% 1014
2025
Q1 		$282K Buy
+3,609
New +$282K 0.01% 995